Activity timesheets are an effective way to take a note of the amount of time given to a customer or a client. This is employed by contractors and freelancers who often bill by the hour. To make this work, you can create particular activities in QuickBooks. A bill can then be issued against these activities and stored into QuickBooks.
When creating the total invoice for a customer, these activities, along with time will be printed on the invoice. You do not have to enter data manually, everything is entered automatically by the software. Information on the Invoice will include the following:
- Total time for the Activity.
- Employee’s or Contractor’s name.
- Rate per hour.
- Total Bill Amount.
- Description as set by the user.
The description has to be manually set by the user. There is no default description for any invoice. You can further customize the invoice. There are plenty of layouts available that enable you to put a logo of your organization on the invoice. Further digital signatures can also be implemented on these invoices.
Note: Invoices in QuickBooks can be sent directly to the email address of customer/client along with the link for payment.
To Configure Time Tracking, Follow the Steps Provided Below:
- Log into QuickBooks.
- On top, click on the Gear Icon.
- Click on Account Settings. In some versions, this is available as Company Settings.
- Click on Advanced.
- Click on the Pencil Icon (Edit).
- Select from the following options.
- Add Service Fields to Timesheets.
- Make Single Time Activity Billable to Customer.
- Mark the option Show Billing rate to users entering time.
- Click on Save.
Make sure to mark Show Billing rate to users entering time. This will enable real-time billing information for users who aren’t aware of the billing rates. Instead of printing out sheets to refer to, all employees at your organization will be able to check rates immediately.
Time Tracking Report
QuickBooks is great for analyzing a substantial amount of data. All data collected from time tracking can be analyzed easily with the help of reports in QuickBooks. You can create these reports from the Reports menu. Reports include:
- Time Activities by Employee.
- Time Activities by Customer.
- Unbilled Time.
- Edited Time Activities.
These reports will be provided comprehensive reports including the total time and amount. The reports related to customers will have all the information about the customer as well as the activity.
RepairContact QuickBooks Tech Support Team
RepairContact QuickBooks Technical Support Team has helped many users in setting up a completely configured activity tracking system with QuickBooks. Our QuickBooks technical assistance team can remotely connect to your system and configure it for you. The remote assistance is highly secure as the connection is established via an end to end encrypted network. QuickBooks technical support help team is available round the clock and can help you in optimizing your system for QuickBooks.
To know more, feel free to contact QuickBooks tech support helpdesk at ✆+1-855-548-3395(Toll Free)
How to know the total time spent on an activity?
You can create reports for getting these details. There are several options when it comes to reports on the basis of time tracking. You can get information on the basis of customer, activity or billed and unbilled hours.
How many activities can I create in QuickBooks?
You can create as many activities as you would like to. If you want to track expenses, then you have the option of classes in QuickBooks. These classes are just like activities but help in managing and categorizing the different types of expenses.